31
Oct
Japanese semiconductor manufacturer Renesas Electronics has disclosed a challenging beginning to 2025, revealing a decline in revenue and a sharp drop in profitability for the first nine months of the year. The company expressed concerns that the ongoing Nexperia dispute may cause customers to stockpile excess semiconductor inventories, potentially disrupting market stability in early 2026.
31
Oct
What India’s latest PCB drive means for its semiconductor supply chain growth
India’s newly approved multilayer and high-density interconnect (HDI) printed circuit board (PCB) projects mark a crucial upstream shift in the country’s electronics manufacturing ecosystem, one that analysts say could strengthen India’s long-term semiconductor packaging and OSAT ambitions.
31
Oct
Taiwan’s Coretronic ramps up drone production as rare earth risks loom
Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Taiwan’s Coretronic Group, said it is ramping up drone production to meet growing government and defense demand. The company is currently fulfilling a 3,037-unit order from Taiwan’s Ministry of National Defense and plans to increase production capacity fivefold by the end of 2026.
31
Oct
StellarLink taps into e-paper signage market with support from E Ink, AUO Display Plus
E Ink Holdings, a leading Taiwanese electronic paper (e-paper) manufacturer, has partnered with Japanese IT solutions provider StellarLink to jointly launch sustainable digital signage solutions featuring the full-color E Ink Spectra 6 display technology.
30
Oct
Trump concludes Asia tour with rare earth and tech deals
US President Donald Trump has ended his six-day trip to Asia.
30
Oct
UMC reports Q3 gains as specialty and 22nm platforms boost growth
Benefiting from increased wafer shipments and higher capacity utilization, United Microelectronics Corporation (UMC) reported its most profitable quarter in nearly two years for the third quarter of 2025.
30
Oct
Lite-On AI revenue exceeds expectations, expected to reach 40% in 2026
With newly added production capacity in place, growth in AI product shipments, and continued average selling price (ASP) increases, Lite-On achieved strong profits in the third quarter of 2025, and operations in 2026 are expected to reach double-digit growth. Director Anson Chiu stated that AI-related products accounted for more than 20% of revenue in the third quarter, exceeding the company’s prior annual plans. In 2026, the AI-related revenue share is expected to double to 40%, with nearly double the capacity added in Vietnam, Kaohsiung, and the US.
30
Oct
Nokia base stations to integrate Nvidia GPUs for AI-RAN, 6G development
Future Nokia base stations will adopt Nvidia ARC, integrating Grace CPUs with Blackwell GPUs, as part of a long-term collaboration between the two companies on 5G and 6G base station chips. The AI-RAN platform can leverage idle RAN assets to support edge AI services, allowing base stations to perform AI inference computations while providing communication services.
30
Oct
Primax Electronics eyes new growth phase in 2027 driven by automotive and AIoT
Acoustoelectric component maker Primax Electronics maintained steady operations in the third quarter of 2025, fueled by strong shipments of automotive and AIoT products that sustained momentum from the first half of the year.
30
Oct
Taiwan approves funding for local IC design houses to advance AI and chip innovation
As Taiwan seeks to strengthen its position in the global semiconductor race, the government is shifting its focus toward homegrown innovation. Taiwan’s Ministry of Economic Affairs (MOEA) has approved NT$3 billion (US$97.69 million) in funding for five semiconductor research and development projects involving six domestic companies, with the government providing NT$840 million in subsidies. The initiative, targeting an estimated industrial output value of NT$98.1 billion, represents a strategic pivot toward supporting local IC design houses rather than foreign chipmakers, particularly in cutting-edge areas like artificial intelligence and high-performance computing.